Sagespring Wealth Partners’s Itaú Unibanco ITUB Stock Holding History

Sagespring Wealth Partners’s Portfolio ITUB Stock Details ITUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$254K	Sell	31,061 -6,874	-18%	-$57K	﹤0.01%	752
2026 Q1	$318K	Buy	37,935 +6,773	+22%	+$56.7K	0.01%	640
2025 Q4	$223K	Buy	31,162 +1,801	+6%	+$12.8K	﹤0.01%	729
2025 Q3	$209K	Sell	29,361 -32	-0.1%	-$211	﹤0.01%	708
2025 Q2	$194K	Buy	29,393 +9,532	+48%	+$58.1K	﹤0.01%	696
2025 Q1	$106K	Buy	19,861 +4,450	+29%	+$22.4K	﹤0.01%	647
2024 Q4	$67.5K	Buy	+15,411	New	+$79.3K	﹤0.01%	601

Other funds holding ITUB

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sagespring Wealth Partners's ITUB Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its Itaú Unibanco (ITUB) stake by 18% in Q2 2026, selling an estimated $57K and leaving 31,061 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #752.

Sagespring Wealth Partners first reported a position in ITUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $318K in Q1 2026. 393 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

Sagespring Wealth Partners held 31,061 shares of Itaú Unibanco worth $254K as of Q2 2026.
Sagespring Wealth Partners sold 6,874 Itaú Unibanco shares in Q2 2026, an estimated $57K.
Itaú Unibanco made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #752 holding.
Sagespring Wealth Partners first reported a position in Itaú Unibanco in Q4 2024 and has held it in 7 quarters since.
Sagespring Wealth Partners's Itaú Unibanco position peaked at $318K in Q1 2026.
393 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.